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Baird Mid Cap Growth Institutional (BMDIX)
22.86
+0.18
+(0.79%)
At close: 8:00:07 PM EDT
Fund Summary
The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in the equity securities of U.S. and foreign mid-capitalization companies, principally common stocks, preferred stocks, securities convertible into common stocks and American Depositary Receipts ("ADRs") that are traded on major U.S. exchanges. Although the fund principally invests in U.S. companies, the fund may invest up to 15% of its total assets in equity securities (consisting of common stocks, ordinary shares and ADRs) of foreign companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.31% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -3.69% |
| 5y Average Return | 7.73% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.15 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| BMDIX | Category Average | BMDIX | Category Average | BMDIX | Category Average | |
| Alpha | -10.39 | 0.01 | -9.21 | 0.01 | -4.31 | -0.02 |
| BETA | 1.15 | 0.01 | 1.14 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.31 | 0.02 | 0.71 | 0.02 | 0.79 | 0.01 |
| R-squared | 81.22 | 0.82 | 78.82 | 0.79 | 81.64 | 0.8 |
| Standard Deviation | 20.85 | 0.23 | 20.67 | 0.19 | 18.43 | 0.17 |
| Sharpe Ratio | -0.04 | 0.01 | 0.27 | 0.01 | 0.4 | 0.01 |
| Treynor Ratio | -2.66 | 0.18 | 3.26 | 0.17 | 5.57 | 0.12 |
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